IN BRIEF:
Staff can create new class enrollments for students directly from the Office Portal. iClassPro provides multiple methods for enrolling students — including individual enrollment, group enrollment, and using the New Enrollment Wizard for batch processing. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Creating Individual Class Enrollments
  • Group Enrolling Students
  • Using the New Enrollment Wizard
  • Creating Class Enrollments from the CALENDAR Page
  • Important Notes: Auto-Populated Start/Drop Dates
• Troubleshooting & FAQs
• Related Articles

Overview

iClassPro allows staff to create class enrollments from several areas of the Office Portal, offering flexibility based on how your organization prefers to manage enrollments.

Before creating enrollments, review the following reference materials for additional context:

• Getting Started with Classes (PDF)
• What is an Enrollment Type?
• What is a Wait List Enrollment?

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Accessing the Feature

You can create new class enrollments from multiple pages within the Office Portal, including:

• The STUDENTS page
• The FAMILIES page
• The CLASSES page
• The CALENDAR page

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Step-by-Step Instructions

Creating Individual Class Enrollments

1. From the STUDENTS or FAMILIES page, expand the Enrollments view, then choose New Class Enrollment.
   
2. In the New Enrollment dialog:
   • Set filters to find an available class.
     • If needed, enable Has Temporary Openings to view classes that will have a spot available for a one-day enrollment (TRIAL, MAKEUP, SINGLE DAY) on a specific As Of Date.
   • To locate a class by name, start typing in the Class field, or use the dropdown menu to pick a class.
   • Choose an Enrollment Type (ACTIVE, MAKEUP, TRIAL, SINGLE DAY, or WAIT) and select a Session if applicable.
     • NOTE: For session-based classes, the current session will automatically be selected.
   • Verify the Start Date and Drop Date. (For non-session classes, staff can leave the Drop Date blank if the student will stay enrolled until manually dropped.)
     • NOTE: See “Important Notes: Auto-Populated Start/Drop Dates” below.
   • (optional) If needed, adjust the Billing Schedule and/or enable Tuition Override and enter a custom amount. (If a tuition override is used, the system follows your Tuition Override Behavior setting.)
     • (optional) If a tuition override is used, staff can set an expiration date so the override will end on a specific date.
   • (optional) Enable Send Enrollment Email to send the family an enrollment confirmation email.
3. Select Save, Save & Add Another, or Save & Charge.

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Group Enrolling Students

1. On the CLASSES page, expand the Enrollments view for the class in which you wish to enroll multiple students.
2. Click the Group Enroll button.
3. Step 1 – Select Students
   • Use the Keyword Filter, search by student name, or use the page controls to located the students you wish to enroll.
   • Click the [+] button beside each student to add them to the roster
     • If you accidentally add the wrong student, use the red [×] button to remove.
   • Click Next.
     
4. Step 2 – Enrollment Details:
   • Choose an Enrollment Type (ACTIVE, MAKEUP, TRIAL, SINGLE DAY, or WAIT) and select a Session if applicable.
     • NOTE: For session-based classes, the current session will automatically be selected.
   • Verify the Start Date and Drop Date. (For non-session classes, staff can leave the Drop Date blank if the student will stay enrolled until manually dropped.)
     • NOTE: See “Important Notes: Auto-Populated Start/Drop Dates” below.
   • (optional) If needed, adjust the Billing Schedule and/or enable Tuition Override FOR ALL  SELECTED STUDENTS and enter a custom amount. (If a tuition override is used, the system follows your Tuition Override Behavior setting.)
     • (optional) If a tuition override is used, staff can set an expiration date so the override will end on a specific date.
   • (optional) Enable Send Enrollment Email to send the families an enrollment confirmation email.
5. Click Finish to create the enrollment(s).

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Using the New Enrollment Wizard

If you need to enroll students in multiple classes, the New Enrollment Wizard guides you through the process in one continuous flow, including creating the enrollments, charges, and collecting payments.

For full instructions, see our "How Do I Use the New Enrollment Wizard?" document.

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Creating Class Enrollments from the CALENDAR Page

From the CALENDAR page, staff can create a new class enrollment by launching the New Enrollment Wizard, which guides you through the process in one continuous flow, including creating the enrollments, charges, and collecting payments. Alternatively, they can use the "Enroll Student" button to create a quick enrollment without creating charges and payments.

For full instructions, see How Do I Create a New Class Enrollment From the CALENDAR Page? 

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Important Notes: Auto-Populated Start/Drop Dates

• The enrollment start date may be affected by the "Restrict enrollment start date based on class start time" setting under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION.
• If you use "Has Temporary Openings" with an "As of Date," the start date auto-populates to match the "As of Date."
• For Sessions or monthly billing with Start/End Dates, the system auto-populates start and drop dates to match.
  • NOTE: You cannot set an enrollment start date before the start date of the current Session or the start date assigned to the class.
• For Rolling Sessions or monthly billing with only a Start Date, only the start date auto-populates; the drop date is left blank.
  • NOTE: You cannot set an enrollment start date before the start date of the current Rolling Session or the start date assigned to the class.
• For monthly billing without Start/End Dates, the system auto-populates the current date as the start date and leaves the drop date blank.
• For MAKEUP/TRIAL/SINGLE-DAY enrollments, the start and drop dates will auto-populate with the same date.

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Troubleshooting & FAQs

• Why can’t I set a start date earlier than the class start date?
  • The system may restrict the start date this based on session or class start date settings to prevent invalid enrollment dates.
• Why is the drop date blank for ongoing classes?
  • Non-session classes without defined end dates remain active until manually dropped.
• Can I override tuition for just one student in a group enrollment?
  • No. Group enrollments apply the same tuition override settings to all selected students. Individual overrides require separate enrollments.

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Related Articles

• Getting Started with Classes (PDF)
• What is an Enrollment Type?
• What is a Wait List Enrollment?
• How Do I Use the New Enrollment Wizard?
• How Do I Create a New Class Enrollment From the CALENDAR Page?

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